KFS
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Kelly Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Kelly Financial Services’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$5.41K – 825
2024
Q1 		$5.41K Sell
11
-87
-89% -$39.8K ﹤0.01% 491
2023
Q4 		$42.8K Buy
98
+1
+1% +$409 0.02% 222
2023
Q3 		$38.2K Hold
97
– – 0.02% 216
2023
Q2 		$39.4K Hold
97
– – 0.02% 215
2023
Q1 		$36.4K Buy
97
+1
+1% +$367 0.02% 214
2022
Q4 		$33.9K Hold
96
– – 0.02% 211
2022
Q3 		$31.4K Buy
96
+1
+1% +$365 0.02% 207
2022
Q2 		$33K Hold
95
– – 0.02% 205
2022
Q1 		$39.5K Hold
95
– – 0.02% 203
2021
Q4 		$41.4K Sell
95
-11
-10% -$4.64K 0.02% 204
2021
Q3 		$41.9K Sell
106
-41,522
-100% -$16.8M 0.02% 177
2021
Q2 		$106K Buy
41,628
+41,522
+39,172% +$15.9M ﹤0.01% 366
2021
Q1 		$38.5K Buy
106
+1
+1% +$355 0.02% 154
2020
Q4 		$36.2K Hold
105
– – 0.02% 142
2020
Q3 		$32.2K Buy
105
+1
+1% +$305 0.02% 130
2020
Q2 		$29.5K Hold
104
– – 0.02% 127
2020
Q1 		$24.6K Buy
104
+1
+1% +$280 0.03% 122
2019
Q4 		$30.6K Buy
+103
New +$29.1K 0.02% 122

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kelly Financial Services's VOO Position: Q2 2024 in Review

Kelly Financial Services sold out of Vanguard S&P 500 ETF (VOO) in Q2 2024, closing a stake of 11 shares — an estimated $5.41K sold.

Kelly Financial Services first reported a position in VOO in Q4 2019 and held it in 18 quarters. The position peaked at $106K in Q2 2021. 2,830 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

  • Kelly Financial Services reported no remaining Vanguard S&P 500 ETF position as of Q2 2024 after selling out during the quarter.
  • Kelly Financial Services sold 11 Vanguard S&P 500 ETF shares in Q2 2024, an estimated $5.41K.
  • Kelly Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 18 quarters.
  • Kelly Financial Services's Vanguard S&P 500 ETF position peaked at $106K in Q2 2021.
  • 2,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Kelly Financial Services's 13F filing for Q2 2024, filed 12 Aug 2024.